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Sound Financial Strategies Group’s Factset FDS Stock Holding History

Sound Financial Strategies Group’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,585
Closed -$454K – 113
2025
Q3 		$454K Buy
1,585
+29
+2% +$11.1K 0.33% 94
2025
Q2 		$696K Buy
+1,556
New +$682K 0.59% 68
2021
Q2 		– Sell
-1,816
Closed -$560K – 100
2021
Q1 		$560K Sell
1,816
-27
-1% -$8.54K 0.29% 62
2020
Q4 		$613K Buy
+1,843
New +$609K 0.34% 47

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Sound Financial Strategies Group's FDS Position: Q4 2025 in Review

Sound Financial Strategies Group sold out of Factset (FDS) in Q4 2025, closing a stake of 1,585 shares — an estimated $454K sold.

Sound Financial Strategies Group first reported a position in FDS in Q4 2020 and held it in 4 quarters. The position peaked at $696K in Q2 2025. 797 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • Sound Financial Strategies Group reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
  • Sound Financial Strategies Group sold 1,585 Factset shares in Q4 2025, an estimated $454K.
  • Sound Financial Strategies Group first reported a position in Factset in Q4 2020 and held it in 4 quarters.
  • Sound Financial Strategies Group's Factset position peaked at $696K in Q2 2025.
  • 797 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on Sound Financial Strategies Group's 13F filing for Q4 2025, filed 3 Feb 2026.